Caption Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Buy |
+5,500
| New | +$545K | 0.01% | 316 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 783 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 754 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 653 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 700 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 558 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 534 |
|